Wealth Advisor - Family Office

Location: New York

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* Key Responsibilities:

*** Client Relationship Leadership:
** Own and lead primary client relationships, serving as the trusted advisor and central point of accountability for UHNW individuals and families
* Exceed client expectations – providing exceptional service, discretion, and a “go the extra mile” mindset
* Drive the client engagement strategy, including meeting cadence, priorities, and communication across stakeholders
* Proactively identify client needs, risks, and opportunities, bringing forward solutions and recommendations before they are requested
* Integrated Advice & Planning:
** Deliver strategic, integrated advice across trust & estate planning, tax planning, investments, and financial planning – ensuring decisions are coordinated and aligned to long-term goals
* Translate complex planning and investment concepts into clear, actionable guidance for sophisticated clients
* Guide overall balance sheet and cash flow strategy, including liquidity planning for lifestyle needs, capital calls, gifting, and taxes
* Tax, Trust & Estate Planning:
** Coordinate closely with internal specialists, client CPAs, and attorneys to support estate planning strategy and implementation
* Ensure tax planning is integrated into investment and planning decisions; support quarterly estimates and transaction-driven planning coordination
* Partner with internal specialists to advise on insurance considerations as part of an integrated risk management plan
* Provide guidance on philanthropic planning and execution
* Investment Oversight:
** Partner with internal specialists on investment strategy – asset allocation, asset location, tax-aware implementation, and performance review
* Oversee private investment workflows – subscriptions, entity selection considerations, capital call/distribution monitoring, and client-facing reporting/education
* Team Leadership, Project Management & Execution:
** Lead the client team – set direction, delegate effectively, and ensure consistent, high-quality deliverables
* Drive execution and follow-through on all client action items – ensuring deadlines are met and work is documented
* Maintain strong organization and oversight of the client’s workflow – ensuring the team operates efficiently and proactively
* Entrepreneurship & Growth:
** Demonstrate entrepreneurial drive to help grow the business through client retention, relationship deepening, and partnering with leadership on new client acquisition efforts
* Contribute to the evolution of CPFO’s processes and technology to improve scalability and client experience
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* What We’re Looking For:

*** Skills & Attributes:
** Client-first relationship leader with strong judgment, discretion, and high responsiveness
* Strong team leader who embodies a “We” mentality and elevates the performance of the broader client team
* Entrepreneurial mindset – proactively identify needs, solutions, and opportunities
* Highly organized, detail-oriented multitasker who thrives in a fast-paced environment
* Excellent verbal and written communication skills in a professional context
* Technical Proficiency:
** Advanced Excel abilities; strong working knowledge of Microsoft Office suite
* Experience with CRM platforms (Salesforce preferred)
* Experience with Wealth Tech tools (Addepar is a plus)
* Experience &

Education:

** Advanced understanding of comprehensive financial planning (investments, tax planning, insurance, and estate planning)
* Experience with advanced trust & estate planning strategies a plus
* 6-10 years of experience in wealth management
* 3-7 years of experience leading client relationships in wealth management / financial planning (Family Office/MFO is a plus)
* Bachelor’s degree required; preferably in Finance, Economics, or a related field
* CFP or other relevant advanced credential (MBA, CFA, CIMA, CPA, etc.)
* Series 65 license, or ability to obtain within three months of hire
** About Cerity Partners Family Office:
** Cerity Partners Family Office offers specialized support to ultra-high-net-worth families, blending expert financial, estate, and tax management with day-to-day administrative assistance. Our team is dedicated to a personalized service…